Connect Expensya and Pitchit
Integrate Expensya with Pitchit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Expense Reports from Expensya when When a lead's insights are updated in Pitchit
Add Receipt to Expensya when When a lead's insights are updated in Pitchit
Add Expense to Expensya when When a lead's insights are updated in Pitchit
List Users from Expensya when When a lead's insights are updated in Pitchit
List Categories from Expensya when When a lead's insights are updated in Pitchit
Popular Expensya + Pitchit flows
Start from a real workflow other teams are already running.
Choose a trigger
Expensya
When this happens...
- Request a new Trigger for Expensya
Choose an action
Pitchit
Automatically do this!
Add Lead to Pitchit
List Expense Reports from Expensya when When a lead's insights are updated in Pitchit
Use this flowAdd Receipt to Expensya when When a lead's insights are updated in Pitchit
Use this flowAdd Expense to Expensya when When a lead's insights are updated in Pitchit
Use this flowList Users from Expensya when When a lead's insights are updated in Pitchit
Use this flowList Categories from Expensya when When a lead's insights are updated in Pitchit
Use this flowFind Projects in Expensya when When a lead's insights are updated in Pitchit
Use this flowList Payment Methods from Expensya when When a lead's insights are updated in Pitchit
Use this flowFind Projects in Expensya when When a new pitch is created in Pitchit
Use this flowList Users from Expensya when When a new pitch is created in Pitchit
Use this flowAdd Expense to Expensya when When a new pitch is created in Pitchit
Use this flowSupported Triggers & Actions
Everything you can automate between Expensya and Pitchit.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new pitch is created
Runs the workflow automatically when a new pitch is created in Pitchit.
When a meeting is booked
Runs the workflow automatically whenever a meeting is booked in the account.
When a lead's priority changes
Runs the workflow automatically whenever any lead's priority is changed.
When a lead's insights are updated
Runs the workflow automatically whenever any lead's insights are updated in the account.
Do thisActions
Action is the task that follows automatically within your Expensya integrations.
List Expense Reports
Find expense reports and return submitter, status, date, and total amount; supports search, date-range filters, status or owner filters, sorting, and pagination.
Add Receipt
Create an expense from a receipt (JPEG, PNG, PDF) and extract its details with OCR.
Add Expense
Create an expense (amount, currency, category, merchant, VAT), optionally attach a receipt or file, and submit it for approval.
List Users
Find users in your Expensya account. Optionally search or filter and view each user's name, email, role, type, and account status.
List Categories
Search and retrieve expense categories, with options to filter, sort, paginate, or find by name or ID.
Find Projects
Find projects in your Expensya account to select, map, or filter in workflows.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Expensya
Expensya (part of Medius) is an AI-powered spend and expense management platform that automates receipt capture and expense reporting with OCR, enforces policies and approvals, issues corporate/virtual cards with budgets, and supports multi-currency, multi-country compliance, and legal archiving. It integrates with ERPs, HR/payroll, banks, and travel tools to give finance teams full visibility, stronger compliance, and faster reimbursements, with interactive analytics and mobile apps.
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About Pitchit
Pitchit is an innovative AI-driven platform designed to enhance your pitching skills and presentations. It leverages advanced AI tools to provide feedback, suggestions, and improvements for your pitches, ensuring you deliver compelling and effective presentations every time.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Expensya and Pitchit accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Expensya and Pitchit as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pitchit. No coding required.
Yes. You can set up a workflow where Expensya triggers actions in Pitchit, and a separate workflow where Pitchit triggers actions in Expensya. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Expensya and Pitchit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Expensya and Pitchit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.